Paraplanner

Recruiter
Search Consultancy
Location
Devon
Posted
17 Feb 2019
Closes
01 Mar 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Paraplanner based in Devon, competitive basic salary with good benefits

Paraplanning Duties

* Support the Financial Planning team to meet business targets
* Research clients' financial arrangements, analyse investment and client data
* Construct financial planning strategies and research financial product marketplace
* Produce financial planning reports
* Assist Financial Planners with preparation for client meetings
* Maintain compliant records
* Work as part of the team to deliver the highest level of client service
* Perform general office administration tasks as required and provide holiday cover for team members
* Maintain and update back office systems and platforms

Qualifications and Experience

Essential:
* Level 4 CII Diploma in Financial Planning

Desirable:
* CII Advanced Diploma in Financial Planning
* Chartered Financial Planner

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

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